About

We are a third generation family-owned accounting firm, serving small businesses and entrepreneurs. Having opened our doors in 1945, we’ve served thousands of satisfied clients, with some clients still with us for 60-70+ years. Our staff has nearly 200 years of combined professional expertise, yet we have always embraced the cutting edge – continuous innovation, process improvement, technology implementation, and professional development.

“Your success is our business”

Competence is table stakes in an accounting firm. We’ve got that, no worries. But we are also passionate about helping you and your business succeed. We are proactive partners, minding your financial performance, and helping you make sense of the outcomes of what you love to do each day. We’ve got your back – staying ahead of any potential financial surprises and capitalizing on opportunities.

We provide a continuum of financial, tax and accounting services – from prospective planning to real-time course correction for individuals and businesses. Our expertise, the personal relationships we develop with our clients, and stellar service form the backbone of our firm. Clients trust us to achieve great results. Complete satisfaction is why they stay for decades.

Relationships matter to us

We truly care about those we serve and what’s happening in their lives. Through relationships started by company founder William Gineris in the World War II era, today we are serving the 4th generation owners of those family businesses.

We also love cultivating and curating new win-win relationships, bringing our passion for people and our craft to every client we partner with. On the Balance Sheet of life, the personal relationships we have with our clients are far more valuable than the revenue they generate.

Innovation drives success

We are proud to be first-movers and early-adopters of the cutting edge. We relentlessly innovate and optimize our services and processes to give you better results. Our cloud-based software solutions save you time and travel, enabling real-time data and document sharing, web-conferencing, and business analysis.

Your time is the most valuable resource; don’t waste it driving to and from your accountant. Leverage 21st-century technology to do what you love the most – running your successful business. We love educating our clients on best-practice technology solutions to help you improve your operations, efficiency and bottom-line.

Life purpose and lifestyle

You choose your vocation, but your passion chooses you. When these are aligned, wild success is yours.

For associates, we are not your typical 9-5. You have a lot of important people and activities in your life, so we proudly engage a remote and flexible workforce. We’re thrilled that staff choose to work from home the hours that suit their lifestyle – working when their kids are at school or in bed, spending time with their kids when home.

For business owners and entrepreneurs, you have the freedom and flexibility to do what matters to you. Running a solid business with intelligent insights enables you to have the peace of mind to capitalize on that freedom. We love seeing our clients enjoy the lifestyle they deserve.